Wise Planning Email Format

Financial ServicesWashington, United States11-50 Employees

Wise Planning is a Seattle-based financial services firm that offers a holistic financial planning process to individuals who may lack the time or expertise to manage their finances. The approach relies on an independent, fee-for-service model; the firm does not sell financial products or accept commissions, and it aims to understand each client's unique situation to develop strategic solutions across a range of financial matters. By taking care of the details, Wise Planning seeks to simplify its clients' financial lives.

The company targets individuals seeking objective guidance and assistance with financial decision-making, focusing on what best serves their interests rather than product sales. A recent development noted in October 2023 is a partnership with Hiro Wallet, a member of the Hiro Holdings Group based in Nara, Japan, to deploy drones for mapping and 3D recreations of Japanese historical landmarks.

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